Overview One of the most frequently asked questions when it comes to building a Formidable Forms business process is “How do I build a workflow to assign tasks, track sequence completions, and move to next steps?” Workflows can be complicated. Oftentimes, there are security considerations such as “How can I allow the project manager to [Read More…]
Formidable Pro
Retrieve Upload Filename and Path
Question: Does anyone know how to return the filename with path for a File Upload field? Nick Amis, Formidable Slack Community This is a simple question, but the answer is somewhat elusive. File Upload Field First, let’s gain an understanding of Formidable’s file upload field. For one reason or another, the file upload field has [Read More…]
Integrate QR Code With Formidable
Requirement A long-term client asked us to integrate QR Codes with Formidable Forms. This particular client runs an agency out of Denver, Colorado. Her client is a grocer. This grocer uses Formidable Forms to sign up ambassadors (affiliates) and partners. When an ambassador entry is submitted, the user is sent an email that includes this [Read More…]
How to Change the Datefield’s Calendar Start Day
Question This question comes from a poster in the Formidable Slack Community: How can I change the inline datepicker field to start on Saturday by default? Solution You cannot change the datepicker to start on a different day of the week by default through the Formidable build screen. However, Formidable uses the ubiquitous jQuery UI [Read More…]
Understanding Formidable’s Star Rating Field
Overview A question posed in the Formidable Slack community regards the display of a Star Rating field that was added to a Custom Post Type (CPT). The poster wants to understand why the CPT doesn’t display the star icons, specifically as it relates to this source code as rendered in the CPT when shown in [Read More…]
Add New Create Post Action Taxonomy
The Question Is there a way to create a new taxonomy for a custom post type from the value of a text field when using Pro’s Create Post form action? Formidable Slack Community Member The Answer Yes! In fact, Formidable has a knowledge base example on how to Create a new WordPress Category. The example [Read More…]
Understanding Pro’s Create Post Action Taxonomies
Create Post Form Action When you upgrade to any Formidable Pro license, you’ll receive a new form action for creating WordPress posts from a form entry. It’s a delightful addition to your tool set that provides great opportunities for enhancing your site and user experience. As you learn to use the new form action, you [Read More…]
Increment Repeater Field Row Counter
This is a quick snippet to increment a row counter for a repeater field. The Slack Formidable Community member that asked how to do this is using the frm_repeat_start_rows filter to pre-load 10 rows in the repeaters. The first field in the repeater is a counter. View the code on Gist. To use, change the [Read More…]